AVP/Vice President - Private Banker - Wealth Management

Location : Mumbai/ Bangalore/ Chennai/ Delhi

Position Title : AVP/ Vice President

Function : Sales

Reports to : Regional Director

Qualifications:

- MBA/ PGDM from Tier 1 B-school

Work Experience (highlight) :

- 8-15 years of experience in financial markets, with exposure in Wealth boutiques/ Private banking with having current book size of 200 Cr.

Core Purpose of the Role:

Client Engagement

- Build & manage the HNI/ UHNI clients (individuals and corporates) advising them on all investment and financial needs

- Enhancement of portfolio size and wallet share of existing customers with strict adherence to compliance

- Partner with customers to understand their business needs and objectives

- Effectively communicate the organizations value proposition through proposals and presentations

- Provide regular value-added engagement with client

Generating Revenue and Business Development

- Drive and Monitor Revenue and Volume Targets

- Ensure optimal Product Penetration including fee based advisory

- Monitor and Drive consistent business with Clients

- Maintain the Market Mapping for each client

- Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities.

- Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new client

Talent Attribute:

- Good team management, relationship building and management skill

- Excellent communication and presentation skills

- Self-Motivated

- Excellent Communication and influencing skills

- Aggressive